The problem with storing Dynamics CRM documents in SharePoint is the missing permissions/ privileges synchronization. This allows unauthorized SharePoint users to reach into documents, even if they DON´T have CRM privileges to access them. Sensitive data are unknowingly shared with others, like externals or employees from other departments.

CB Dynamics CRM to SharePoint Permissions Replicator closes this security gap and keeps your documents safe by an automatic synchronization of Dynamics CRM privileges with SharePoint permissions. It’s the only out-of-the-box solution to do this.

After the installation the app runs in the background and from this moment it is fully automated.

Covers ALL versions of CRM/Dynamics 365 and SharePoint/Office 365 issued after 2010: